/guides/member-onboarding
Member data room — first steps
This walkthrough is for teammates who received an account. It does not contain passwords.
1. Two data room surfaces
The public data room explains our publishing model and lists **published** briefs only. After sign-in, the member data room is the live workspace: snapshots, OPS, collect, agents, and decks—depending on what your org enabled.
2. Sign in
Use **Log in** in the header, then open **DATA ROOM** in the member chrome (or go to the member data room). If your account is pending approval, you will see a waiting screen until an admin approves you.
3. Where to go next
**DECK** opens the company intro PDF (4p) and **SoftBlock Financial Operations IR** (14+5 screens). The **IR hub** bundles synced KPIs and PDFs. Use **OPS**, **Collect**, **Agents**, and **Run history** from the header tabs.
4. IR deck & company intro PDF
After login, open the **deck library** or **IR hub** for **BWL company intro (PDF)** · **IR PDF** · **SoftBlock Financial Operations IR (interactive)**. Launch the deck, then navigate with ← →.
5. Learn more
Ask your onboarding contact or team guide for how public vs member surfaces differ and how collect → approve → publish works. A short pairing session is available if needed.